Catherine Lorraine Woodman
Investment adviser representative at Holon Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$124MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Holon Wealth ManagementMay 2025 to now
- Impact Investors, Inc.Jul 2017 to now
- Cambridge Investment Research Advisors, Inc.Jun 2016 to Jun 2018
- Cambridge Investment Research, Inc.Jun 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Holon Wealth Management
Legal name: Holon Wealth Management, Inc
$124MAssets managed
60Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4268744
- Firm CRD
- 336780